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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,778 | $56,484-49.1% | $169,452-83.0% | $64,173-55.2% |
| Participation rate | 41.3% | 64.5%-23.2pp | 77.8%-36.5pp | 69.6%-28.3pp |
| Annual return | -5.70% | -1.55%-4.1pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,016 | $3,448-70.5% | $5,277-80.7% | $3,470-70.7% |
| Admin fee / account holder | $143 | $4,174-96.6% | $9,110-98.4% | $4,887-97.1% |